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Preston Pysh & James Davolos | Bitcoin, Inflation, and Hard Assets | Swan Signal E97
Swan Signal Live - A Bitcoin Show
The Inflation Beneficiaries Fund - What's Your Strategy?
The Fed is trying to reduce inflation by reducing demand, but that's putting a band aid on a patient that needs surgery. The problem with hard assets and the reason why you've seen capital withdrawn from these businesses is that they've been bad investments. So how do you get access to those types of assets with business models that have high profit margins can scale? Ultimately, it's all about can you grow revenue in nominal terms, so inflation adjusted terms, where your cost structure doesn't participate in that growth.
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